GoalVest Advisory LLC's ownership history for SRE

GoalVest Advisory LLC currently holds 220 shares with a market value of $21.4K. It started holding SRE on 2025-03-31. At its peak, it held 220 shares on 2025-06-30. Its highest holding value was $21.4K on 2026-03-31. At its lowest, it held 6 shares on 2025-03-31, with a value of $428 on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 0. In the recent year, GoalVest Advisory LLC has increased its shares by 214.